港股异动 | 腾讯控股(00700)绩后低开逾3% AI加码推升推升资本开支 单季自由现金流转负

智通财经
Aug 13

智通财经APP获悉,腾讯控股(00700)绩后低开逾3%,截至发稿,跌3.29%,报446.4港元,成交额6.97亿港元。

消息面上,8月12日,腾讯控股发布2026年第二季度财报。第二季度,腾讯营收2047.85亿元,同比增长11%,环比增长4%;净利润同比增长0.7%至560亿元,低于市场预期;Non-IFRS经营利润756.36亿元,同比增长9%,环比持平。今年上半年,腾讯营收4012.43亿元,同比增长10%;Non-IFRS经营利润1512.63亿元,同比增长9%。

值得注意的是,AI基础设施的前期投入把现金流"砸"成负数。腾讯二季度资本开支达528亿元,环比一季度 319亿增加了65%;自由现金流转负至-138亿元,这也是2005年以来,腾讯首次出现自由现金流为负。公司表示,若剔除算力预付款为376亿,净现金由一季度的1469亿元下降为581亿元。

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